Financial Services Representative

StaffMyAgency LLC

Financial Services Representative

Established State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.

Responsibilities

Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions
Develop and maintain long-term client relationships
Conduct financial needs analysis and recommend appropriate products and strategies
Cross-sell financial services to existing insurance clients
Generate new business through referrals, networking, and prospecting
Conduct policy reviews, account reviews, and financial planning discussions
Maintain compliance with all FINRA and state insurance regulations
Meet or exceed production, sales, and revenue goals

Qualifications

Active Series 65, 6, and/or 63 license required
Property & Casualty and Life & Health licenses preferred or willingness to obtain
Experience in financial services, investment sales, insurance sales, or wealth management preferred
Strong consultative sales and relationship-building skills
Knowledge of retirement planning, annuities, mutual funds, or financial products a plus
Self-motivated, goal-oriented, and professional
Strong communication and client advisory skills

Compensation & Benefits

Base salary
Commission on new business and renewals
Bonus opportunities based on performance
Residual income opportunities
Paid Time Off (PTO) / Vacation
Benefits package
Career growth within the financial services and insurance industry

About Us Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish). Our culture emphasizes professionalism, growth, and a strong customer-first approach.

StaffMyAgency LLC

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Vacancy posted 2 days ago

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